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WM
W M.

02/23/2020

Provided by YP.com

I was a client for 14 yrs. On Aug 2019 I received a notice from the IRS regarding a premature Roth IRA distribution I took in 2017. I recall showing Dennis the 1099R during our appointment and bringing it to his attention. The money was to pay my son's tuition. Dennis failed to report the additional (tax free) income. The IRS was asking for an additional $4,400 due to them not knowing the distribution was my basis. The original CP 2000 notice advised that form 8606 was needed to report the distribution. The form would show that all money taken out was my contributions, therefore no tax owed. Dennis did an amended return, not the form 8606---citing in the comment section that I failed to disclose the distribution. In Dec 2019, I received more letters from the IRS that I was still on the hook for the money and a notice of deficiency was being filed--once again mentioning the lack of form 8606. I attempted to notify Dennis, however he was not responding to emails until the first of the year. Finally on Jan 13th, 2020 he sent me an email that he received all the IRS letters and would contact me. More than a month went by and no word. Emails asking for a status update went unanswered. It was obvious that he was ignoring me. So I am forced to deal with it on my own. I guess the money I paid Dennis all those years only covered the 15-20 minute session when he is churning and burning to maximize his income. The fact that he treated a long term client like he did me is a definite window into his character as a person. Some might even call him a lowlife. I don't wish him well. Dennis is not a CPA nor an Enrolled Agent. Clients should beware to avoid situations like mine.

M
msljones2003

07/20/2009

Provided by YP.com
Not Favorable Results

Dennis is not reliable of getting back in contact with you. We have left several messages for him & his staff member with no results. He promised to complete a task for us in March and still have not gotten results! We have already paid him for services, but we are still waiting for results!

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A+
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Hours
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Extra Phones

Fax: 972-818-5210

Categories
Tax Return Preparation, Tax Reporting Service
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